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Jaz Magic (Import attachments)

Just drop your attachments and let the magic generate transactions for you.

Updated over a month ago

Q1. What is Jaz Magic and how does it work?

  • Jaz Magic is a portfolio of magic features, providing an easy way for you to import existing invoices/bills into Jaz.

  • You can simply drag & drop your invoice/bill documents or upload them using your native file manager.

  • Jaz Magic will create a draft for you, and also try to autofill the invoice/bill details for you based on the uploaded attachments.

Q2. What file types are supported by Jaz Magic?

  • Jaz Magic supports attachments with file types JPG, PNG, or PDFs.

  • The file can only have a maximum size of 10MB.

Q3. What information does Jaz Magic capture from the attachment?

Jaz Magic will capture the following information:

  • Invoice/Bill reference

  • Due Date

  • Invoice/Bill Date

  • Items:

    • Item Name

    • Unit price

    • Unit

    • Discount

    • Quantity

    • Account

    • Tax Profile

  • Contact Name

Q4. Can Jaz Magic capture information from handwritten receipts?

  • Yes, as long as the information is readable Jaz Magic can read handwritten receipts as well.

  • If the information is not readable, Jaz Magic will still create a draft invoice/bill with the handwritten receipt as an attachment.

Q5. How do I know if Jaz Magic has successfully created the draft invoices or bills?

  • While the attachments are being uploaded, you should see a loading icon next to Active Invoices or Active Bills.

  • If the attachments were successfully uploaded, you should see the icon turn green, and with the list of files uploaded.

  • You can also check the drafts via the Invoices > Draft or Bills > Draft section.

Q6. How many drafts can be created at once by Jaz Magic?

  • You can drag and drop up to 50 attachments at once.

Q7. Does Jaz Magic work with different languages?

  • No, Jaz Magic is currently only supported in English.

Q8. Are the draft invoices/bills created by Jaz Magic any different from the draft invoices/bills created manually?

Q9. Can I edit draft invoices/bills created by Jaz Magic?

Q10. Can I convert drafts created by Jaz Magic to active?

Q11. Is Jaz Magic supported for supplier/customer credits?

  • Currently, Jaz Magic is not supported for supplier/customer credits.

Q12. How does Jaz Magic extract contact information?

Jaz Magic can extract contact details directly from uploaded attachments, creating or matching contacts automatically. Here’s how it works:

  • Upload an Attachment (e.g., Invoice, Bill)

    • Upload the attachment that contains contact details (e.g., vendor or customer information).

  • Contact Extraction and Auto-Population

    • Jaz Magic will detect contact information such as name, address, and VAT number. An option will appear to auto-populate the Contact field in the transaction form.

    • Selecting this option will automatically create a new contact entry based on the extracted details.

  • Matching with Existing Contacts

    • If a matching contact is found, Jaz Magic links the extracted information to the existing contact to avoid duplicates.

Q13. How does Jaz Magic handle updated item names?

  • Jaz Magic remembers updated item names for better classification. Future uploads with the same item and contact will use the updated name.

  • If no match is found, the extracted name will be shown for editing.

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